Portfolio (Quarterly)
Guide ↗
Safeguard Investment Advisory Group, LLC
· CIK 0001846711| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 17,617 | $886K | 0.23% | SOLD |
| 2 | — | J P MORGAN EXCHANGE TRADED F | — | 15,383 | $778K | 0.20% | SOLD |
| 3 | IWF | ISHARES TR | — | 1,008 | $477K | 0.12% | SOLD |
| 4 | VNLA | JANUS DETROIT STR TR | — | 8,048 | $395K | 0.10% | SOLD |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | — | 2,808 | $335K | 0.09% | SOLD |
| 6 | IVE | ISHARES TR | — | 1,534 | $325K | 0.08% | SOLD |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,007 | $298K | 0.08% | SOLD |
| 8 | IJR | ISHARES TR | — | 2,287 | $275K | 0.07% | SOLD |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,690 | $233K | 0.06% | SOLD |
| 10 | AAPU | DIREXION SHS ETF TR | — | 6,786 | $228K | 0.06% | SOLD |
| 11 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,193 | $221K | 0.06% | SOLD |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 3,600 | $209K | 0.05% | SOLD |
| 13 | IEFA | ISHARES TR | — | 2,331 | $209K | 0.05% | SOLD |
| 14 | DFAW | DIMENSIONAL ETF TRUST | — | 2,734 | $202K | 0.05% | SOLD |
| 15 | AVA | AVISTA CORP | Utilities | 5,227 | $201K | 0.05% | SOLD |
Sector Allocation
Financial Services
55.1%
Technology
20.7%
Communication Services
6.4%
Consumer Cyclical
4.4%
Healthcare
3.6%
Industrials
2.9%
Consumer Defensive
2.8%
Energy
2.2%
Utilities
1.6%
Real Estate
0.4%